---
name: advancement-services
description: Generate advancement services documentation, policies, and templates for Jewish Federation of San Diego. Use for prospect research profiles, portfolio management policies, gift processing procedures, stewardship plans, acknowledgment letters, and metrics dashboards. Triggers on: prospect profile, research briefing, portfolio policy, gift acceptance, acknowledgment letter, stewardship plan, moves management, LYBUNT strategy, retention analysis, donor recognition.
---

# Advancement Services Skill — Jewish Federation of San Diego

Generate professional advancement services documentation aligned with AASP, Apra, and CASE standards.

## When to Use This Skill

- Creating prospect research profiles or briefings
- Drafting portfolio management policies and procedures
- Developing gift acceptance or processing documentation
- Building stewardship plans and acknowledgment templates
- Creating metrics dashboards and KPI tracking
- Documenting moves management processes
- Training materials for development staff

## Integration with Salesforce

This skill references JFSD's Salesforce schema. When generating documents that reference donor data:

| Concept | Salesforce Field |
|---------|------------------|
| Lifetime Giving | `Total_Gifts_All_Time__c` |
| Current FY Giving | `Giving_this_Fiscal_Year__c` |
| Last FY Giving | `Total_Gifts_Last_Year__c` |
| Annual Campaign Credit | `Gift_Commitments_FY26__c` + `Total_Gifts_FY26_Non_Pledge__c` + `Soft_Credits_FY26__c` |
| Household Total | `HH_*` prefix fields |
| First Gift | `First_Gift_Date__c`, `First_Gift_Amount__c` |
| Last Gift | `Last_Gift_Date__c`, `Last_Gift_Amount__c` |
| Largest Gift | `Largest_Gift__c` |
| Assigned Fundraiser | `OwnerId` |

See [../SKILL.md](../SKILL.md) for complete Salesforce reference.

## JFSD Context

**Organization:** Jewish Federation of San Diego  
**Fiscal Year:** July 1 – June 30  
**Major Gift Threshold:** $5,000  
**Principal Gift Threshold:** $100,000  
**CRM:** Salesforce (Nonprofit Success Pack + Fundraising customizations)

### Key Campaigns
- Annual Campaign (unrestricted)
- Designated Giving (donor-directed)
- Emergency Relief
- Endowment
- Events (FED360, Cornerstone)
- Missions (Israel trips, Cuba, India)

### Gift Designations
- Annual Campaign (unrestricted)
- Emergency Relief
- Beit Melachah
- Chaplaincy Fund
- Legacy of Light (Holocaust education)
- Israel Unfiltered (young adult trips)
- Day Schools
- Rady Match for Israel's Recovery

## Instructions

### Before Generating Content

1. **Read relevant reference files:**
   - [references/case-standards.md](references/case-standards.md) — Gift counting rules
   - [references/apra-ethics.md](references/apra-ethics.md) — Research ethics
   - [references/moves-management.md](references/moves-management.md) — Cultivation cycle
   - [references/glossary.md](references/glossary.md) — Terminology

2. **Use templates as starting points:**
   - Templates contain `[BRACKETS]` for customization
   - Adapt language to JFSD's donor community
   - Reference actual Salesforce field names when relevant

### Writing Style

- Professional but accessible tone
- Use industry-standard terminology (see glossary)
- Include rationale for policies (helps with training)
- Reference AASP/Apra/CASE standards where applicable
- Avoid jargon when documents are donor-facing

### Compliance Guardrails

- Never include actual donor PII in examples
- Flag when legal review is recommended
- Note when finance/accounting coordination required
- Reference gift acceptance committee for unusual gifts
- Follow Apra ethics for prospect research boundaries

## Available Templates

### Prospect Research
- [templates/prospect-profile.md](templates/prospect-profile.md) — Individual research profile
- [templates/research-request.md](templates/research-request.md) — Research request form
- [templates/due-diligence.md](templates/due-diligence.md) — Gift acceptance screening

### Portfolio Management
- [templates/portfolio-policy.md](templates/portfolio-policy.md) — Assignment and management rules
- [templates/portfolio-review.md](templates/portfolio-review.md) — Quarterly review template
- [templates/moves-tracking.md](templates/moves-tracking.md) — Cultivation activity log

### Gift Processing
- [templates/gift-acceptance-policy.md](templates/gift-acceptance-policy.md) — What gifts we accept
- [templates/gift-processing-procedures.md](templates/gift-processing-procedures.md) — Daily operations
- [templates/pledge-reminder.md](templates/pledge-reminder.md) — Payment reminder letters

### Stewardship
- [templates/stewardship-matrix.md](templates/stewardship-matrix.md) — Activities by gift level
- [templates/acknowledgment-letter.md](templates/acknowledgment-letter.md) — Thank you letters
- [templates/impact-report.md](templates/impact-report.md) — Donor impact reporting

### Metrics & Reporting
- [templates/metrics-dashboard.md](templates/metrics-dashboard.md) — KPI definitions
- [templates/retention-analysis.md](templates/retention-analysis.md) — LYBUNT/SYBUNT framework

## Common Requests

### "Create a prospect profile for [donor]"
1. Read [templates/prospect-profile.md](templates/prospect-profile.md)
2. Query Salesforce for giving history
3. Structure: Executive Summary → Capacity → Affinity → Connections → Strategy
4. Include recommended ask range and solicitor

### "Draft a portfolio management policy"
1. Read [references/moves-management.md](references/moves-management.md)
2. Use [templates/portfolio-policy.md](templates/portfolio-policy.md)
3. Customize portfolio sizes, activity expectations, transition rules

### "Write an acknowledgment letter for a $10,000 gift"
1. Read [templates/acknowledgment-letter.md](templates/acknowledgment-letter.md)
2. Major gift level = personalized letter from CEO or Development Director
3. Include specific impact, next engagement opportunity
4. Ensure IRS-compliant language for tax purposes

### "Build a stewardship plan for major donors"
1. Read [templates/stewardship-matrix.md](templates/stewardship-matrix.md)
2. Define touchpoints by giving level
3. Include recognition, reporting, engagement activities
4. Specify responsible party and timing

### "Analyze our donor retention"
1. Query Salesforce for LYBUNT using existing rollup fields
2. Use [templates/retention-analysis.md](templates/retention-analysis.md)
3. Segment by giving level, campaign, acquisition source
4. Calculate retention rate, recapture rate, upgrade rate

## References

- [references/case-standards.md](references/case-standards.md) — CASE Global Reporting Standards
- [references/apra-ethics.md](references/apra-ethics.md) — Apra Statement of Ethics
- [references/moves-management.md](references/moves-management.md) — Cultivation cycle best practices
- [references/glossary.md](references/glossary.md) — Advancement terminology
- [references/metrics.md](references/metrics.md) — Industry benchmarks